Microsoft epm 2013 user guide. All about Enterprise Project Management (EPM)

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EPM Pulse [User Guide]

microsoft epm 2013 user guide

This member behaves like any other member. When you enter in a report a Microsoft Office Excel formula, the formula is automatically converted into a local member, provided that the Local Member Recognition is activated. These rules are simple and logical and also helps ensure that your report is readable for others. Example for a google search on the account member description. The overall layout sections and terminology is as follows: Page axis members are members that act as a specification filter for the whole report. It will be retained by the application.

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Plan EPM Solution architecture in Project Server 2013

microsoft epm 2013 user guide

If you uncheck this option, the reports will still appear but they will be disconnected. For example: drill down to all members at level 4, or display only members at level 2. Jan and Feb are all in the Period dimension. Consequently, the checkbox corresponding to the current sheet is unchecked in the Report Connections dialog box. If the report uses the row axis of another report, the Shift feature is not applied. If you want to filter data based on a member that is not part of the column or row axis, deselect the Show Only Members Displayed in the Report option.

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Office 2013 Quick Start Guides

microsoft epm 2013 user guide

Note: At least one row should be inserted between the page axis and the column axis, otherwise the page axis could be interpreted as the column axis. For example, you may want all the children of a specific member or members. To do so, create a report for the appropriate Category and Time, and that displays the dimensions Groups and Entity in the same axis, whether it is the row or column axis. To display the formatting on your report, refresh the report. For more information on the folder structure on the server, see Server Folder Structure. However, when you refresh the report, the columns or rows for the members that do not contain data, remain in the report. All the options are made available for selection.

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Project Server 2013 Administrator's Guide

microsoft epm 2013 user guide

Note: You can also freeze the data refresh for a specific report in the Options tab of the Report Editor. You can define a shift between the data grid and the row and column axis using the Shift areas. For this reason, the context member is taken into account if the member belongs to the current hierarchy. A message pops up in which you can enter the protection password. Dimension and member name display. But you may want to enable them again later on. Q3 member will be displayed in the report.


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EPM Central

microsoft epm 2013 user guide

Nothing herein should be construed as constituting an additional warranty. If you also define a filtering on data in the Filtering tab, to avoid any conflict, the filtering takes precedence by default over the ranking. Connection Depending on the connection you use, some commands are automatically hidden or greyed out in the ribbon or in other interface sections, such as dialog boxes. In the dialog box, all the format items that you can override are displayed in red. Click Add and select the Flash object you want to insert in your report.


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Enterprise Performance Management (EPM) How

microsoft epm 2013 user guide

It can be used to define other reports on a sheet already containing a report. If you just wanted to exclude Qtr1 and Qtr2 in one of the blocks, but leave the rest as is, you can simply delete the unwanted lines using Microsoft Office Excel. If you only want to display the data that are not aggregated - that is data on base level members -, select the Display only Base Level Data option. In the Filtering tab, you can specify the individual criteria and you can combine all the criteria in an expression. Note: However, the two following options apply to all the worksheets of the workbook: Refresh the Whole File when Opening it and Clear Data on the Whole File when Saving it. For this reason, as soon as you use more than one connection, specify the connection on which you want to perform publication or distribution actions.

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Enterprise Settings (Project Server 2013 settings)

microsoft epm 2013 user guide

Tip: To remove an item from the selection in the Multiple Selection Overview tab, right-click in the tab and select Remove Selected Item s. You can also re-use the formula for other purposes. You can always check yourself if updates are available or not. Step 2 - Using Dashboard Design components Note: In this section, the components we recommend are only suggestions. The following shows the list of supported relationships.

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All about Enterprise Project Management (EPM)

microsoft epm 2013 user guide

Each automatically created sheet displays the initial report, however with different dimension members: the members you have selected. For example, there are two dimensions in the column axes. For example, the row axis contains the two dimensions Entities and Reporting Currency. It is an issue that impacts almost every business - from private industry to government. Using the binoculars icon, enter your search text into the Find What text box and then click on the Find button. Collapse to the selected parent member, when you double-click a parent member.

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